1. Home
  2. AccessAlly
  3. Tags & Permissions
  4. Tag Guide: What tags do and how AccessAlly uses them

Tag Guide: What tags do and how AccessAlly uses them

Tags allow for creating unique experiences for members logged into your AccessAlly site. In this article we’ll cover each tag that is automatically created by AccessAlly and as a bonus you’ll learn how to display content on a page based on tags!

Conditional Display by Tag

With AccessAlly’s conditional display shortcodes, you can show and hide a different area of a page based on what tags someone has. Watch this video to learn how:

Offering Tags

When you create an offering in AccessAlly a unique set of tags will be created. View the tags for an offering by going to AccessAlly > Offerings > Permissions.

Offering Tags in AccessAlly

Basic Access Tag

Basic access

All pages under Content Pages in the Base Module dropdown are released with this tag. 

Base Module Pages

Click the brush icon by any base module page to see this tag.

Base Access Tag Permissions

This tag also controls display of the AccessAlly offering icon.

Base Access Tag Display

Instant Access Tag

Instant Access

All pages in an offering contain this tag. If a contact has this tag all pages in the offering are “instantly unlocked” even if the offering contains time released content. A great use case for this tag is having a free 30 day challenge with an option to purchase and get the entire challenge without the wait… “instantly!”

This tag releases all pages/posts in an offering — even if dripped release timers are set or there is a drip release automation for this offering in the CRM.

Instant Access Tag Content Pages

Revoke Access Tag

Revoke Access

This tag removes access to content in an offering usually when a refund has been requested or the max failed payments attempts have been reached.

This tag will override base access, instant access, and has access tags preventing a contact from seeing pages in the offering.

Revoke Tag

Purchase Success Tag

Purchase Success

This tag is applied after a successful purchase on an AccessAlly order form and is helpful if you are creating a CRM automation to drip content after a purchase.

See this tag under AccessAlly > Sales > Order Form Setup > Automations Tab.

Purchase Success Tag

Early Contact Creation Tag

Early Contact Creation

This tag is added to a contact after the first step of an AccessAlly order form is completed and is most often used as part of an abandoned cart CRM automation.

Started Order Tag

This tag is found under AccessAlly > Sales > Order Form Setup > Automation.

Order Started Tag

Subscription Payment Success Tag

Subscription Payment Success Tag

This tag is shown in AccessAlly > Sales > Product tab > Automations and is used for managing recurring successful subscription payments.

Payment Success Tag

Subscription Payment Failure Tag

Subscription Payment Failure Tag

Also called the Failed Payment tag!

This tag is shown in AccessAlly > Sales > Product > Automation tab and is used for managing recurring subscription failed payments. This tag is automatically applied by AccessAlly after three unsuccessful payment attempts.

  1. Will send an AccessAlly Failed Payment email (if enabled)
  2. Can send a failed payment reminder sequence in your CRM system (if integrated)

Shown in use under AccessAlly > Sales > Product Setup > Automation Tab

Failed Payment Tag Product Setup

Subscription Paused Tag

Subscription Paused Tag

This tag is applied when a member cancels an upcoming subscription payment plan. This allows the member to have access to the content in an offering until the next subscription payment is due. Instead of charging for the upcoming recurring payment the revoke tag will be applied to remove access.

See this tag under AccessAlly > Sales > Product Setup > Automations Tab

Subscription Paused Tag

Example of using this tag with a custom operation “cancel” button.

Cancel Subscription Button

The My Orders page will show this as status “Canceled” meaning no future payments will be processed.

Canceled Tag View

The contact will have the Subscription Paused tag added.

Subscription Paused Tag

The sales log will show this as client canceled and the next billing date will be the date the revoke tag is applied to remove access.

Client Canceled

Has Access Tag

Has Access Tag

When a unique module is created in an offering you’ll have one or more “Has Access” tags. These tags are used to unlock content in unique modules placed inside the “Content Pages” section of your offering.

Module Access Tags

Has Access tags are used by:

Option 1: Release custom operation with release timers (AccessAlly > Offerings > Content Tab) most often to be used with AccessAlly Emails (AccessAlly > Emails > Welcome Email + Module Release Emails.)

Release Timers

Option 2: Dripped release CRM automations you build (see how under AccessAlly > Offerings > Automations Tab.)

CRM Automations


How do I create new tags?

You can create tags in the Tags Tab.

How do I manage all of the tags in use on my site?

Tags in AccessAlly Offerings are displayed in the Permissions Tab. This tab shows you what tags are used by AccessAlly in that Offering.

You may also be using custom or unique tags to trigger different automations in your CRM system.

We recommend creating a Google sheet or doc to use as an internal guide. This way you can outline tags used in your CRM automations & AccessAlly tags per Offering.

This is extremely helpful if you have team members (working on different pieces in your business) to keep everyone in the loop.

How do I change the name of tags if my offering name has changed?

If you would like to change the names of tags in an offering you can go to AccessAlly > Settings > Tags > Rename

Renaming tags in this way updates your CRM system with the new tag names and your AccessAlly offering upon save. Don’t forget to review any CRM automations to ensure that the correct tags are being used!

How to rename tags

Updated on July 19, 2024
Was this article helpful?

Related Articles


If you have any questions, we're just an email away.

We take your success seriously, and you'll always get a speedy reply from a real person during business hours.

Laptop with the AccessAlly demo site

AccessAlly is the most flexible way to sell and elegantly deliver digital offerings. All in one place.


You'll get follow-up emails about AccessAlly and new features. Opt out anytime. Full privacy policy here.